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Plante Moran Financial Advisors’s Trump Media & Technology Group DJT Stock Holding History

Plante Moran Financial Advisors’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-75
Closed -$993 – 872
2025
Q4 		$993 Hold
75
– – ﹤0.01% 746
2025
Q3 		$1.23K Hold
75
– – ﹤0.01% 688
2025
Q2 		$1.35K Hold
75
– – ﹤0.01% 686
2025
Q1 		$1.47K Hold
75
– – ﹤0.01% 703
2024
Q4 		$2.56K Hold
75
– – ﹤0.01% 763
2024
Q3 		$1.21K Hold
75
– – ﹤0.01% 770
2024
Q2 		$2.46K Hold
75
– – ﹤0.01% 698
2024
Q1 		$4.65K Buy
75
+33
+79% +$1.28K ﹤0.01% 692
2023
Q4 		$735 Hold
42
– – ﹤0.01% 769
2023
Q3 		$690 Hold
42
– – ﹤0.01% 704
2023
Q2 		$528 Hold
42
– – ﹤0.01% 751
2023
Q1 		$590 Hold
42
– – ﹤0.01% 750
2022
Q4 		$630 Hold
42
– – ﹤0.01% 783
2022
Q3 		$1K Hold
42
– – ﹤0.01% 834
2022
Q2 		$1K Hold
42
– – ﹤0.01% 958
2022
Q1 		$3K Hold
42
– – ﹤0.01% 727
2021
Q4 		$2K Buy
+42
New +$1.9K ﹤0.01% 935

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

Plante Moran Financial Advisors's DJT Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Trump Media & Technology Group (DJT) in Q1 2026, closing a stake of 75 shares — an estimated $993 sold.

Plante Moran Financial Advisors first reported a position in DJT in Q4 2021 and held it in 17 quarters. The position peaked at $4.65K in Q1 2024. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Trump Media & Technology Group position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 75 Trump Media & Technology Group shares in Q1 2026, an estimated $993.
  • Plante Moran Financial Advisors first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 17 quarters.
  • Plante Moran Financial Advisors's Trump Media & Technology Group position peaked at $4.65K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.